Mastering Customer Data Platform CDP for Business Operation

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Description of Mastering Customer Data Platform CDP for Business Operation

Mastering Customer Data Platforms (CDPs) for Marketing, Sales, and Customer Service
What you'll learn:
The fundamentals of Customer Data Management (CDM) and its role in CDP implementations
Various methods for collecting and managing customer data
Architecture of Customer Data Platform, along with its core capabilities: Data ingestion, profile unification, segmentation, prediction & customer activation
Strategies for segmentation and prediction within CDPs to personalize customer experiences and drive business impact
Planning and executing CDP implementations to meet organizational objectives
Leveraging CDPs for marketing, sales, and customer service operations, including the use of MarTech and SalesTech tools, key metrics, and factors for success
Case studies: the application of CDPs in delivering quality customer experiences, maximizing customer engagement, and optimizing business performance
Requirements:
Basic Understanding of Marketing, Sales, and Customer Service
Knowledge of Data Management Principles
Openness to Learning
Description:
Unit 1. Introduction to Customer Data Platforms (CDPs)?Defining Customer Data Platforms and their significance in modern business operations.?Exploring the importance of CDPs in addressing business objectives and overcoming challenges.?Examining use cases of CDPs across various industries.?Identifying key success factors in the implementation of CDPs.?Discussing strategies for delivering quality customer experiences and understanding customer churn.?Maximizing Customer Engagement with Automation solutions in CDP?The Comparison among CDP, CRM, DMP, DWHUnit 2. Fundamentals of Customer Data Management?Understanding the basics of Customer Data Management (CDM) and its role in CDPs.?Differentiating between first-party, second-party, and third-party data.?Exploring various data collection methods and sources.?Addressing data quality and governance considerations in CDP implementations.Unit 3. Components of a Customer Data Platform?Analyzing the architecture and data flow of a Customer Data Platform.?Exploring core capabilities such as data ingestion, profile unification, segmentation, prediction, and customer activation.?Understanding profile unification techniques, including deterministic and probabilistic data unification.?Detailing segmentation and prediction strategies within CDPs.?Examining customer activation processes to engage users throughout their journey.Unit 4. Implementing a Customer Data Platform?Planning and executing CDP implementations to meet organizational needs and goals.?Setting objectives and key results (OKRs) for CDP implementations.?Exploring use cases specific to the insurance customer journey.?Strategies for increasing data collection, including leveraging affiliated banks and online/offline channels.?Understanding data ingestion processes and publishing data as a service.?Overviewing data sources from core systems, and how does it feed data into insurance databases.?Building customer segmentation and activating customers through on-site promotion and automation.?Name of CDP Leaders in the 2023-2024 Gartner Magic Quadrant, Forrester, IDC, G2Unit 5. Leveraging CDPs for Marketing?Exploring the role of CDPs in marketing, sales, and customer service operations.?Deep diving into MarTech tools, key metrics, and factors for marketing success.?Analyzing SalesTech tools, key metrics, and factors driving sales performance.?Understanding customer service tools, key metrics, and factors for delivering exceptional service.
Who this course is for:
Marketing Professionals
Sales Professionals
Customer Service Representatives
Business Owners